CPA Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $365K | Hold |
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|
2025
Q2 | $348K | Hold |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $334K | Sell |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $316K | Hold |
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|
2024
Q1 | $328K | Hold |
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $270K | Buy |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $261K | Buy |
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